Arkolith/Funds/Stonehaven Wealth & Tax Solutions, LLC

Stonehaven Wealth & Tax Solutions, LLC

CIK 2056591Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Stonehaven Wealth & Tax Solutions, LLC holds a focused book of 93 reported positions worth $124.9M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened SS SPDR BB High Yield Bond and trimmed Inspire 100 ETF. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 10% of the reported non-option book. Cloning the disclosed picks since 2025 would be +17% (+15.6%/yr). That is a simulation of the disclosed long book, not audited returns.

Stonehaven Wealth & Tax Solutions, LLC is a wealth platform: this book aggregates client accounts across many advisers.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+17.0%
+15.6%/yr · since Aug '25
Their reported book
+15.0%
held from quarter-end
S&P 500
+19.5%
same window
$10K$10K$11K$12K$12KAug '25Oct '25Jan '26Apr '26Jun '26Sep '26
Stonehaven Wealth & Tax Solutions, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.0 points over this window.

Growth of $10,000 cloning Stonehaven Wealth & Tax Solutions, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
37%
Top 10 holdings
54%
Top 20 holdings
72%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

13% mapped to company sectors

ETFs / funds
87%
Information Technology
5%
Industrials
2%
Financials
2%
Materials
1%
Health Care
1%
Utilities
1%
Consumer Staples
1%

+5 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Stonehaven Wealth & Tax Solutions, LLC

Manager / fundShared namesTheir $ in those
Swiss Re Ltd19 / 80$1.0B
Uhlmann Price Securities, LLC21 / 80$2.4B
Marest Capital, LLC8 / 80$160.1M
Outlook Capital Management, LLC8 / 80$232.7M
Potomac Fund Management Inc17 / 80$2.9B
Capula Management Ltd22 / 80$18.8B
Alternative Investment Advisors, LLC.12 / 80$174.9M
Trust Asset Management LLC16 / 80$1.0B

Ranked by the share of each fund's own book sitting in the names it shares with Stonehaven Wealth & Tax Solutions, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

93 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR P500ETF
$12.3M139.5K
9.8%
+1.2%
Added · +2K sh
2J P Morgan Exchange Traded F
BETABUILDERS I
$12.1M154.6K
9.7%
+2.0%
Added · +3K sh
3Ishares TR
CORE US AGGBD ET
$8.6M87.1K
6.9%
+0.4%
Added · +353 sh
4First TR Exchange Traded FD
SMID RISNG ETF
$7.6M176.4K
6.1%
+1.9%
Added · +3K sh
5First TR Exchng Traded FD VI
SMIT UNCO BD ETF
$6.1M244.9K
4.9%
+1.5%
Added · +4K sh
6First TR Exchange-Traded FD
SHS
$5.2M107.4K
4.1%
+3.5%
Added · +4K sh
7First TR Exchange-Traded FD
CAP STRENGTH ETF
$5.0M53.3K
4.0%
+2.2%
Added · +1K sh
8SPDR Index SHS FDS
ST PORT MARK ETF
$4.5M87.5K
3.6%
+1.4%
Added · +1K sh
9First TR Exchange-Traded FD
FST LOW OPPT EFT
$3.4M69.3K
2.8%
+1.5%
Added · +1K sh
10Vanguard Index FDS
TOTAL STK MKT
$3.0M8.1K
2.4%
+1.9%
Added · +154 sh
11Ishares TR
20 YR TR BD ETF
$3.0M34.7K
2.4%
+4.4%
Added · +1K sh
12J P Morgan Exchange Traded F
DIVERSFED RTRN
$2.9M23.2K
2.3%
+1.4%
Added · +310 sh
13J P Morgan Exchange Traded F
DIVERSFD EQT ETF
$2.5M41.5K
2.0%
+1.2%
Added · +493 sh
14Northern LTS FD TR IV
INSPIRE 100 ETF
$2.2M38.4K
1.8%
−3.0%
Reduced · −1K sh
15Global X FDS
S&P 500 CATHOLIC
$2.2M25.0K
1.8%
−0.2%
Reduced · −46 sh
16Ishares TR
MSCI ACWI ETF
$2.0M12.6K
1.6%
−8.6%
Reduced · −1K sh
17Vanguard Charlotte FDS
TOTAL INT BD ETF
$2.0M40.5K
1.6%
−4.2%
Reduced · −2K sh
18State STR SPDR S&P 500 ETF T
TR UNIT
$1.8M2.4K
1.4%
+0.2%
Added · +4 sh
19SPDR Index SHS FDS
ST INTL CAP ETF
$1.8M40.2K
1.4%
+0.6%
Added · +222 sh
20First TR Exch Traded FD III
MANAGD MUN ETF
$1.5M29.5K
1.2%
+6.2%
Added · +2K sh
21J P Morgan Exchange Traded F
US QUALTY FCTR
$1.5M20.9K
1.2%
−0.4%
Reduced · −86 sh
22Apple Inc
COM
$1.4M5.0K
1.2%
+6.5%
Added · +307 sh
23First TR Exchange-Traded FD
FT VEST S&P 500
$1.4M27.3K
1.1%
+1.8%
Added · +473 sh
24SPDR Gold TR
GOLD SHS
$1.3M3.6K
1.1%
+0.5%
Added · +18 sh
25Ishares TR
US TREAS BD ETF
$1.3M55.1K
1.0%
+2.1%
Added · +1K sh
26Ishares TR
3 7 YR TREAS BD
$1.1M9.4K
0.9%
+4.9%
Added · +442 sh
27Nvidia Corporation
COM
$1.1M5.3K
0.9%
−0.8%
Reduced · −42 sh
28Ishares TR
MSCI ACWI EX US
$1.0M13.6K
0.8%
+8.3%
Added · +1K sh
29Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$817K17.5K
0.7%
+1.3%
Added · +219 sh
30Lam Research Corp
COM NEW
$787K1.8K
0.6%
−37%
Reduced · −1K sh
31First TR Exch Traded FD III
SHRT DUR MNG MUN
$750K37.5K
0.6%
+6.3%
Added · +2K sh
32Goldman Sachs ETF TR
MARKETBETA US EQ
$746K7.2K
0.6%
−27%
Reduced · −3K sh
33SPDR Series Trust
ST STR TIPS ETF
$746K29.0K
0.6%
+1.6%
Added · +471 sh
34Nushares ETF TR
NUVEEN SHRT TERM
$705K21.8K
0.6%
+3.3%
Added · +706 sh
35First TR Exchange-Traded FD
WCM INTL EQUITY
$624K31.9K
0.5%
−3.1%
Reduced · −1K sh
36Ishares TR
0-5 YR TIPS ETF
$585K5.7K
0.5%
−0.1%
Reduced · −7 sh
37Shopify Inc
CL A SUB VTG SHS
$557K4.9K
0.4%
+61%
Added · +2K sh
38Arista Networks Inc
COM SHS
$542K3.2K
0.4%
+10%
Added · +291 sh
39Ishares TR
MSCI EAFE ETF
$535K5.2K
0.4%
~0%
Reduced · −1 sh
40Ishares TR
CORE S&P SCP ETF
$533K3.6K
0.4%
+8.8%
Added · +291 sh
41Expedia Group Inc
COM NEW
$532K2.1K
0.4%
+13%
Added · +233 sh
42SPDR Series Trust
ST BLOO HIGH ETF
$519K5.4K
0.4%
New
New position
43Applied Matls Inc
COM
$519K718
0.4%
−8.8%
Reduced · −69 sh
44SPDR Series Trust
SST SPDR BLOOMBE
$518K24.8K
0.4%
−2.3%
Reduced · −576 sh
45Invesco Actvely MNGD Etc FD
OPTIMUM YIELD
$507K31.9K
0.4%
−9.5%
Reduced · −3K sh
46First TR Exchange-Traded FD
GROWTH STRENGTH
$499K13.5K
0.4%
−0.2%
Reduced · −23 sh
47Caterpillar Inc
COM
$477K448
0.4%
+1.6%
Added · +7 sh
48Ishares TR
0-3 MTH TREASURY
$476K4.7K
0.4%
−32%
Reduced · −2K sh
49SPDR Series Trust
ST STR BLO 1 ETF
$473K5.2K
0.4%
−32%
Reduced · −2K sh
50SPDR Series Trust
ST INTER BD ETF
$455K13.6K
0.4%
+7.4%
Added · +937 sh
Showing 50 of 93 positions
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Filing history

As-of date vs the date the SEC received each filing

$124.9M · Q2 2026Q2 2025 · $102.4MQ2 2026 · $124.9M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 202637d93$124.9M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d82$113.0M13F-HR
Q4 2025Dec 31, 2025Jan 23, 202623d85$111.3M13F-HR
Q3 2025Sep 30, 2025Nov 13, 202544d81$108.2M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d79$102.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.